citizens bankFreehold, NJ
Affluent Private Client Relationship Leader
Affluent Private Client Relationship Leader
Affluent Private Client Relationship Leader
citizens bankFreehold, NJ
4 days ago
Commercial BankingSavings Institutions and Other Depository Credit IntermediationPortfolio Management and Investment Advice
Apply for this role →Citizens Bank is seeking a Private Client Relationship Manager in New Jersey to engage affluent clients, deliver personalized financial planning, and collaborate with Wealth Advisors to meet long-term goals. The role emphasizes high-touch service and cross-functional teamwork within Citizens Private Client.
Responsibilities include onboarding new clients, growing deposits and investments, and coordinating with other lines of business to ensure a seamless client experience.
Also on the board Same function, level within a rung
Level
Senior
Location
Freehold, NJ
Occupation
Personal Financial Advisors
Industry
Commercial Banking
Posted
4 days ago